GIM

Guild Investment Management Portfolio holdings

AUM $126M
1-Year Est. Return 28.89%
This Quarter Est. Return
1 Year Est. Return
+28.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$5.22M
2
+$2.56M
3
+$2.34M
4
ETOR
eToro Group
ETOR
+$1.31M
5
USAR
USA Rare Earth Inc
USAR
+$1.08M

Top Sells

1
+$4.73M
2
+$3.18M
3
+$2.55M
4
LLY icon
Eli Lilly
LLY
+$2.46M
5
BLDR icon
Builders FirstSource
BLDR
+$2.32M

Sector Composition

1 Technology 24.07%
2 Communication Services 5.89%
3 Financials 3.13%
4 Industrials 2%
5 Energy 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PINS icon
26
Pinterest
PINS
$18.1B
$1.24M 0.98%
38,555
+3,600
BTC
27
Grayscale Bitcoin Mini Trust ETF
BTC
$4.17B
$1.14M 0.91%
22,572
+8,280
MRVL icon
28
Marvell Technology
MRVL
$68.2B
$1.11M 0.88%
13,245
-1,210
USAR
29
USA Rare Earth Inc
USAR
$2.34B
$1.08M 0.86%
+62,820
DEFT
30
Defi Technologies
DEFT
$424M
$951K 0.75%
+450,550
PFXF icon
31
VanEck Preferred Securities ex Financials ETF
PFXF
$2.1B
$793K 0.63%
44,630
+3,450
BRK.B icon
32
Berkshire Hathaway Class B
BRK.B
$1.06T
$765K 0.61%
1,522
-24
UNG icon
33
United States Natural Gas Fund
UNG
$532M
$654K 0.52%
+50,000
QQQ icon
34
Invesco QQQ Trust
QQQ
$409B
$630K 0.5%
+1,049
SILJ icon
35
Amplify Junior Silver Miners ETF
SILJ
$4.76B
$551K 0.44%
23,850
HD icon
36
Home Depot
HD
$377B
$470K 0.37%
1,160
SGOV icon
37
iShares 0-3 Month Treasury Bond ETF
SGOV
$70.3B
$393K 0.31%
3,900
FCAL icon
38
First Trust California Municipal High income ETF
FCAL
$201M
$390K 0.31%
8,000
+2,000
FBCG icon
39
Fidelity Blue Chip Growth ETF
FBCG
$5.38B
$306K 0.24%
+5,700
SIL icon
40
Global X Silver Miners ETF NEW
SIL
$5.95B
$287K 0.23%
+4,000
SPYI icon
41
NEOS S&P 500 High Income ETF
SPYI
$7.07B
$285K 0.23%
+5,440
HON icon
42
Honeywell
HON
$137B
$277K 0.22%
1,316
+100
IWM icon
43
iShares Russell 2000 ETF
IWM
$77.3B
$254K 0.2%
+1,050
NXST icon
44
Nexstar Media Group
NXST
$6.62B
$222K 0.18%
+1,122
AMGN icon
45
Amgen
AMGN
$178B
$215K 0.17%
762
TAXX icon
46
BondBloxx IR+M Tax Aware Short Duration ETF
TAXX
$242M
$204K 0.16%
+4,000
MDY icon
47
SPDR S&P MidCap 400 ETF Trust
MDY
$25.4B
$203K 0.16%
+340
SVACU
48
Spring Valley Acquisition Corp III Unit
SVACU
$208M
$179K 0.14%
+17,400
PSLV icon
49
Sprott Physical Silver Trust
PSLV
$18.3B
$165K 0.13%
10,500
TRX icon
50
TRX Gold Corp
TRX
$287M
$41.7K 0.03%
66,900
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